KLR Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $476K | Sell |
2,002
-204
| -9% | -$48.5K | 0.34% | 75 |
|
|
2023
Q4 | $496K | Buy |
2,206
+96
| +5% | +$21.6K | 0.36% | 69 |
|
|
2023
Q3 | $404K | Sell |
2,110
-135
| -6% | -$25.8K | 0.37% | 84 |
|
|
2023
Q2 | $493K | Buy |
2,245
+10
| +0.4% | +$2.2K | 0.41% | 72 |
|
|
2023
Q1 | $428K | Sell |
2,235
-5
| -0.2% | -$957 | 0.38% | 82 |
|
|
2022
Q4 | $422K | Buy |
+2,240
| New | +$422K | 0.35% | 82 |
|